RCWM

Red Crane Wealth Management Portfolio holdings

AUM $119M
1-Year Est. Return 13.33%
This Quarter Est. Return
1 Year Est. Return
+13.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
-$1.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$449K
2
+$415K
3
+$408K
4
SIXD
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
SIXD
+$374K
5
QBUF
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
+$271K

Top Sells

1
+$423K
2
+$419K
3
+$247K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$241K
5
WCC icon
WESCO International
WCC
+$220K

Sector Composition

1 Technology 4.54%
2 Communication Services 1.57%
3 Healthcare 0.82%
4 Consumer Discretionary 0.3%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 1.29%
37,594
+1,239
27
$1.21M 1.16%
21,148
+404
28
$1.03M 0.98%
26,712
-250
29
$1.01M 0.96%
8,774
+12
30
$972K 0.93%
18,776
+1,584
31
$962K 0.92%
19,228
+258
32
$932K 0.89%
15,519
-1,621
33
$905K 0.87%
31,405
34
$834K 0.8%
29,820
+523
35
$711K 0.68%
9,684
36
$695K 0.66%
22,519
-3,897
37
$671K 0.64%
6,571
+133
38
$662K 0.63%
12,742
+83
39
$635K 0.61%
2,037
+62
40
$626K 0.6%
17,825
-1,485
41
$622K 0.6%
3,591
+13
42
$538K 0.51%
1,957
+6
43
$531K 0.51%
1,415
44
$525K 0.5%
14,723
45
$494K 0.47%
11,394
+29
46
$374K 0.36%
+14,260
47
$364K 0.35%
2,602
+62
48
$363K 0.35%
7,187
-66
49
$347K 0.33%
9,687
50
$327K 0.31%
1,400
1
2
3